This article will explain that there is now a Summary section on a Parts & Accessories where the user can now change Transaction Types / change Applicable taxes / Commit parts and see totals


Dealerships can just accept the default settings but these options are available should they need to change anything 

Summary section

The Parts & Accessories has a Summary section that can be access by simply clicking on 




Once the Summary section is opened, it will look similar to this:



Details of Summary items are as follows:

A.  Salesperson / Assign salesperson


If you need to assign a Salesperson to this Parts & Accessories section, you can

Simply click on and then select the Salesperson - example below  



For a Blackpurl user to be listing for selection, please review this article - Setup Customer Order - Salesperson / Where to add Salesperson on Customer Order



B. Transaction Type 


Why would we want a different Transaction Type - it will allow you to select how you want to categorize the Parts & Accessories transaction in your accounting package and also allow ease of reporting on specific Transaction Types


The Transaction Type will automatically load as the default setting but users have the ability to change the Transaction Type on the Parts & Accessories if they so require


The default is setup under System Settings > Accounting Integration > Transaction Type - Part Sales (see below as an example) but you will notice below that there is also other Part Sale Transaction Types available




On the Customer Order > Parts & Accessories section, if you want to change the Transaction Type from the default to another Transaction Type > just click on your selection - this will change the Transaction Type 



Relevant articles that will assist:


  • With the ability to now change the Transaction Type - users will now have the option of reporting using the different transaction types as parameters.  Please review our article - Reporting - Active Part Sales 



C.  Override how taxes are calculated? 


This section is not applicable to our New Zealand and Australian Dealerships 


This will allow the Dealership to be able to assign a different tax to the Parts & Accessories section


To use this option, move the toggle to enable the override and then you will be required to select the Applicable tax 



Once the new Applicable tax is selected, the user will have the option of assigning which of the Parts & Accessories line items need to use the new Applicable tax 



Simply click on the


 then select which line item types will be assigned the new Applicable tax



The Customer Order will then recalculate the tax for those applicable line items on the Parts & Accessories section using the options you have selected


D.  Inventory & Special Order Handling  


Dealership will have more control over committing stock and when special order items are ordered with the following selections:


  • Commit and Order - the system will automatically commit any stock on hand parts to the CO and order any special orders


No further action required as the system will commit stock and order special order items


  • Commit Only - the dealership may want to commit any stock on hand parts to this CO but wait until later to generate any special orders


If this option is selected, the user will need to go and change this selection to Commit and Order when they are ready for the system to generate any special orders


  • Uncommitted - the dealership doesn't want to commit any stock on hand parts or generate any special orders until later


If this option is selected, the user will need to go and change this selection to Commit and Order when they are ready to commit stock on hand parts and generate any special orders.



P&A Totals section


E.  Number of items 

How many line items are on the Parts & Accessories section 


F.  Number of pieces 

How many pieces are being sold on this Parts & Accessories section


G.  Parts Total 

What is the $ total of the Parts being sold on this Parts & Accessories section


H.  Fees Total 

What is the $ total of the Fees being sold on this Part & Accessories section 


I.   Subtotal 

What is the $ subtotal of both Parts and Fees being sold on this Parts & Accessories section 


J.  Sales Taxes

What is the total of the sales tax on this Parts & Accessories section


If you need to see the breakup of the sales tax, click on and it will provide you with a breakdown - example below


K.  P & A Totals

What is the totals of all parts (less any discounts), fees (less any discounts) and sales taxes  


L.  Discounts 

If the user has changed the price on the line item (basically reducing the price), then the total of the discount for both Parts & Fees


M.  Bulk Discounts   

If the user wants to give a bulk discount that will discount all line items (Parts and Fees) then they would just type in the Discount %


For further information on Bulk Discount, please review our article - Discount on Customer Orders